YACKTMAN ASSET MANAGEMENT LP
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 164420
- Registered since
- June 15, 2012
- Website
- yacktman.com
- Custodians
- GOLDMAN SACHS & CO. LLC, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies82.24%
- HNWI11.42%
- Pooled Investment Vehicles5.67%
- Pension & Profit Sharing Plans0.67%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Yacktman Asset Management LP operates as a limited partnership that manages capital for both individual/family clients and institutional investors. The firm is registered with the SEC (since 2012) and describes its advisory activity across separate accounts, pooled vehicles and investment companies, as well as portfolio management for businesses and institutions. Fee arrangements include asset-based charges and performance-linked fees. Yacktman is organized as a hedge-fund-style manager rather than a pure RIA; it is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Owners & executives
3 of 3Krista Infante
Chief Compliance OfficerCRD 7829796
CHRISTOPHER MUNSON
Chief Financial OfficerCRD 6353492
STEPHEN YACKTMAN
Chief Investment Officer & PartnerCRD 4628792
Contacts
3 of 5JOHN ONEILL
PartnerCRD 2107518
RUSSELL WILKINS
Partner and Portfolio ManagerCRD 4937983
DONALD YACKTMAN
Partner and Portfolio ManagerCRD 1065650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$162M in ETFs
100%
$162M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI SOUTH KOREA ETF (EWY) | BlackRock | Passive | Miscellaneous Region | $121M | 980,605 | 74.48% |
Location
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 6300 Bridge Point Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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